Add and edit comments in the Trial Balance screen

You can add a Comments columns in the Trial Balance grid via the Manage Views screen. After it is created, the Comments column can be updated or deleted directly in the Trial Balance screen.

Open a project in Onvio Trial Balance or Onvio Workpapers and then click the Trial Balance tab.

Add the Comments column

  1. In the Trial Balance screen, click Manage Views.
  2. In the Columns section of the Manage Views screen, click Add.
  3. Select Comment from the Column Type field in the Column Details section.
  4. Click the Save or Cancel button to return to the Trial Balance screen.

Add a comment

To add a comment to a row in the Trial Balance screen, click the row in the Comments column to which you want to add a comment.

Edit a comment

  • To update or delete a comment, click the Comment number in the Comments column, and then click the Edit Edit comment button button.
    comments column
  • Only the staff member who created a comment can edit or delete it.
  • Comments are visible only to staff within Onvio.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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